StructuredFor Real Estate Agents

Post-Closing Follow-Up Sequence.

Start immediately after closing to maintain the relationship that generates referrals. ✅

ChatGPT · Claude · Gemini·Beginner·~211 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
post-closing-follow-up-sequence.md · 211 words
You are a senior {{role}} brought in to help {{target_user}} complete a Post-Closing Follow-Up Sequence.

# Context
Original working context: Design a 12-month post-closing follow-up sequence for {{buyer_seller}} client {{name}} who just closed on {{address}}. Include: Day 1 (personal thank you), Week 2 (check-in on settling in), Month 1 (equity/market update), Month 3 (neighbourhood resource guide), Month 6 (home maintenance checklist + value update), Month 12 (first anniversary message + referral ask). For each touchpoint: channel, message angle, and what value it delivers to the client. 📌

# Goal
Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use.

# Constraints
- Use the user's variables exactly where relevant.
- Avoid generic filler and vague advice.
- Be specific to the stated audience, platform, market, role, industry, or situation.
- Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue.

# Output
Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.

The variables to fill in

PlaceholderWhat to put thereExample
{{buyer_seller}}Buyer sellerinsert your specific value
{{name}}NameAmit
{{address}}Addressinsert your specific value
{{role}}Rolefreelance client onboarding strategist
{{target_user}}Target usera freelance consultant

How to customize this prompt

  1. Replace each {{double-curly}} with your real context.
  2. Adjust the constraints section to match your tone — formal, casual, blunt.
  3. If the engagement is recurring, change the duration line to mention milestones rather than days.
  4. Run it in your tool of choice. The output should be ready to paste with at most one small edit.

When to use

Start immediately after closing to maintain the relationship that generates referrals. ✅

PRO TIP

The Month 12 anniversary message is your highest-return touchpoint — clients who just went through the experience exactly one year ago are emotionally primed to remember you fondly. Make it personal and specific.

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